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P6 Filters Most Used in Schedule Reporting (Activity Filtering)-Part1

Suppose you are working on a project or maintenance schedule with thousands of activities, then you might want to make the report (layout) for the activities scheduled to start in next 3 weeks, weekly plan(weekly progress status) report, executive summary report, milestone reports, traffic-light report, and schedule analysis reports and so on. You can set the criteria that determine which activities in P6 displays in the layout or project report. With the combination of filters criteria and grouping activity column, you can make customized layouts (reports) for your team.

The most used filters in schedule reporting and activity filtering are

Your project team might want to highlight the activities either in-progress (started) or completed in last week from data date and activities going to start in 3 weeks. Your project member may want to take credit on not only for the activities that are in progress but for the activities that have been completed. In this case,

1) Select an existing Lookahead filter, and then select copy and paste.

2) Once you have copied an existing filter, a new filter will appear with “_1” as a suffix to existing filter name.

3) Select that new filter with “_1”, then click on “Modify” tag and give a new filter name “3 Week Lookahead for easy reference.

4) Change the filter Parameter as below.

Any of the following;

Where Start Date is within a range of DD-1W, DD+3W

OR Finish Date is within a range of DD-1W, DD+3W

Once you applied above filter, activity list within criteria will be displayed. For instance, see below.

1-4 How to Build Filters that Show Critical Activities in 3 week

You might also want to search critical activities or longest path activities within 3 weeks so that you can highlight your project team to take immediate action. You just need to select “Critical” and 3 Week Lookahead filter to review Critical Activities within 3 Week time.

1) Select predefined filter “Critical” in Default filter list.

2) Select 3 Week Lookahead Filter in your User defined Filter list.

If 3 Week Lookahead Filter is not in your filter list, create a new filter.

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Min Oo, B.E (Mech Eng.),PMP, PMI-SP

Thank you for visiting my site and welcome to my blog. I have been working in different roles in projects, maintenance planning & scheduling and engineering in oil & gas and petrochemical industry over the last 12 years.

The greatest value of Toolbox4Planning is sharing ideas, tool & techniques and best practices that can be applied in industries involved in engineering, construction, manufacturing, maintenance and research. You can find tutorials and templates related to planning & scheduling and project control at Toolbox4Planning which would help you improve your planning knowledge and skills.